Sheila
Hale

About this Advisor

Sheila Hale is a financial advisor who works in Fairhope, Alabama, who has been in the industry for 14 years. Hale is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Hale has worked at Morgan Stanley Smith Barney, Home, Morgan Stanley Private Bank, National Association, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Hale maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Alabama. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory company based in Fairhope, Alabama. The investment advisory business has offices in 3,270 locations and a total of 36,383 people on staff. It oversees $962 billion in assets across its 2,529,169 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 4,927 charities and foundations. Of its 2,529,169 customer accounts, just 7% are associated with high-net-worth investors who have greater than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees largely are based on which service is provided. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely consist of asset-based, fixed and commission-based fees.